Aerospace and Defense Stocks Q2 Highlights: Cadre (NYSE:CDRE)
Cadre (CDRE) is down 8.4% since its Q2 results. RTX (RTX) reported $24.71B revenue, up 14.5% YoY, beating estimates, and raised its full-year EPS guidance. Its stock is up 13.6%. Ducommun (DCO) reported $224.5M revenue, up 11.8% YoY, also beating estimates. Its stock is up 4.3%. The market has shifted focus from AI to geopolitics and back to fundamentals.




